Lee Financial’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-333	Closed	-$32.3K	–	348
2023 Q4	$32.3K	Hold	333	–	–	0.01%	264
2023 Q3	$29.4K	Hold	333	–	–	0.01%	264
2023 Q2	$29.9K	Sell	333 -125	-27%	-$11.2K	0.01%	262
2023 Q1	$44.2K	Sell	458 -8	-2%	-$772	0.01%	238
2022 Q4	$48K	Hold	466	–	–	0.01%	254
2022 Q3	$43K	Sell	466 -2	-0.4%	-$185	0.01%	261
2022 Q2	$50K	Buy	468 +10	+2%	+$1.07K	0.01%	243
2022 Q1	$51K	Sell	458 -10	-2%	-$1.11K	0.01%	239
2021 Q4	$49K	Sell	468 -35	-7%	-$3.67K	0.01%	258
2021 Q3	$49K	Sell	503 -265	-35%	-$25.8K	0.01%	226
2021 Q2	$76K	Hold	768	–	–	0.02%	200
2021 Q1	$74K	Hold	768	–	–	0.02%	203
2020 Q4	$70K	Hold	768	–	–	0.02%	187
2020 Q3	$68K	Hold	768	–	–	0.02%	187
2020 Q2	$61K	Buy	768 +125	+19%	+$9.93K	0.02%	178
2020 Q1	$52K	Hold	643	–	–	0.02%	166
2019 Q4	$59K	Hold	643	–	–	0.01%	175
2019 Q3	$62K	Hold	643	–	–	0.01%	176
2019 Q2	$57K	Hold	643	–	–	0.01%	190
2019 Q1	$58K	Hold	643	–	–	0.01%	185
2018 Q4	$55K	Hold	643	–	–	0.01%	175
2018 Q3	$51K	Buy	643 +158	+33%	+$12.5K	0.01%	190
2018 Q2	$39K	Buy	485 +10	+2%	+$804	0.01%	279
2018 Q1	$37K	Buy	475 +165	+53%	+$12.9K	0.01%	281
2017 Q4	$26K	Hold	310	–	–	0.01%	232
2017 Q3	$26K	Hold	310	–	–	0.01%	221
2017 Q2	$26K	Hold	310	–	–	0.01%	224
2017 Q1	$25K	Hold	310	–	–	0.01%	204
2016 Q4	$24K	Buy	+310	New	+$24K	0.01%	213